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The Growthpoint View
A podcast produced by Solid Gold · Business, Investing · 4 episodes · 2026-03-16 to 2026-08-31
Space to Thrive.
The Growthpoint View is an industry podcast dedicated to the trends and social impact defining modern REIT performance. We look beyond the physical buildings to explore the investment strategies and market shifts that drive real value across every asset class. We bring together the voices shaping the South African built environment so we can listen, learn, and lead with genuine insight.
Episodes
GrowthPoint's logistics strategy, spec developments, and future-proofing.
Neil Schloss reveals how GrowthPoint has deliberately reduced its logistics portfolio from roughly 225 buildings in 2018 to approximately 130 properties today while holding portfolio value steady, a concrete example of a quality-over-quantity capital allocation strategy. Jason Reeves unpacks the structural forces behind demand: falling vacancies, rising rentals, the e-commerce boom, and the location factors that determine whether a node will work for the next thirty years, including proximity to major highways, ports,…
Graham Wood, Timothy Ivan, and Varna Antwerpen on precinct-led investing.
The conversation covers the V&A Waterfront in detail: its 123-hectare footprint, 25 million annual visits, 28,000 to 30,000 daily employees, 12 hotels, 259 apartments, and the master plan to effectively double its size with 440,000 additional square metres of rights already secured. Graham explains how the precinct self-manages its own utilities - including a desalination plant and fibre infrastructure - and why the proposed Cape Winelands Airport and the ACSA 10-billion-rand expansion of Cape Town International are…
Global real estate investment trusts (REITs) are expanding rapidly into new asset classes and regions. In this episode, industry leaders discuss the major trends shaping the sector — from infrastructure investment and capital flows to new markets entering the REIT ecosystem.
The discussion also examines South Africa’s position in the global REIT landscape, the role of the Global REIT Alliance, and how technology and policy will influence real estate investment in the coming years.
Purpose-built student accommodation in South Africa is evolving from a niche real estate category into a scalable investment platform with strong fundamentals. In this episode, the panel explores why demand for student housing continues to grow, how investors evaluate the sector, and why operational execution is just as important as capital deployment.
The conversation covers the investment case, regulatory environment, operational risks, and the social impact of student accommodation, highlighting how quality housing can improve student outcomes while delivering resilient returns.
Source: the producer's own published feed and catalogue, as published. Maintained by Solid Gold · sources and corrections.